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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
VanEck Vectors Gold Miners ETF $61,000

    Assets

    Assets

    Last updated on May 16, 2019
      • $1.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $516.2K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    9

    name start date
    Timothy Roy Murphy
    December 2009
    Tracy Ann Olive
    May 2015
    Timothy Jude Pagliara
    December 2009
    Jennifer Alana Bolan
    September 2018
    Phoebe Jones Venable
    April 2011

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Capwealth Insights, LLC IAR $0

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Timothy Jude Pagliara Chairman January, 2013 less than 5%
        Phoebe Jones Venable President, Chief Executive Officer, Cco January, 2013 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees